CG
Chaim J. Gulkowitz
MYNAD LLC
Lakewood, NJ
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CRD#: 7544470
CG
Professional summary
Chaim Joseph Gulkowitz is a registered financial advisor currently at MYNAD LLC located in Lakewood, New Jersey.
Chaim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Chaim has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Chaim Joseph Gulkowitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 29, 2022 - Present
MYNAD LLC
RIA
CRD#: 321247
Lakewood, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(8/29/2022)
IAR
New York(8/25/2025)
Exams
Current Firm
ML
MYNAD LLC
MYNAD CAPITAL LLC | MYNAD LLC
CRD#: 321247 / SEC#:
New Jersey
Registered Investment Advisory firm - (8/12/2022 Approved)New York
Registered Investment Advisory firm - (8/25/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lakewood, NJ
Mailing Address
Phone number
(732) 779-4754
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 90,600,000 |
Red Flags
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